A Data Visualization Guide for Business Professionals
Storytelling with Data teaches you the fundamentals of data visualization and how to communicate effectively with data.
Author:
Cole Nussbaumer Knaflic
Published Year:
2015-11-02
First, let's look at the importance of context. Before you even think about creating a visual, you need to understand who you're communicating with and what you need them to do.
Knaflic, a former Google "data diva," draws on years of experience to provide practical, easy-to-follow techniques for anyone who works with data. The book "Storytelling with Data" isn't just about making pretty charts; it's a masterclass in transforming data into compelling narratives that drive action.
Understanding the audience and the core message is crucial. Before creating any visual, identify the "Big Idea" – a single, concise sentence summarizing the main point. This is like a headline, grabbing attention and clearly communicating the essence of the message. For example, "Our Q3 sales exceeded projections by 15%, driven by the success of the new product line" is more impactful than just "Sales data for Q3".
The "3-minute story" concept further refines the message. This exercise forces you to distill the message to its core elements, ensuring clarity and conciseness. Consider the example of a teacher trying to convince the principal to change the lunch menu. The teacher must tailor their approach based on the principal's priorities, such as test scores, finances, or health.
The book "Storytelling with Data" emphasizes knowing your audience. The better you know your audience, the better you can communicate with them.
Next, let’s explore choosing an appropriate visual display. This is where many data presentations go wrong.
Knaflic argues that simple visuals are often the most effective. Basic line graphs or bar charts are preferred over complex 3D pie charts. The choice of visual should depend on the relationship being shown: line graphs for trends over time, and bar charts for comparing categories.
The book "Storytelling with Data" strongly discourages the use of pie charts because human brains struggle to compare slices accurately. Bar charts provide a clearer comparison of lengths. 3D effects should always be avoided as they distort data and hinder readability.
A crucial principle is to always start bar chart axes at zero to avoid misleading the audience. Manipulating the y-axis can exaggerate differences, misrepresenting the data. "Storytelling with Data" stresses ethical data visualization.
The book provides a simple rule of thumb: Avoid pie charts. "Storytelling with Data" provides many examples of when a bar chart is better than a pie chart.
Let's move on to eliminating clutter.
Excessive visual clutter increases cognitive load, making it harder for the audience to process information. "Storytelling with Data" advocates for decluttering visuals to improve clarity.
The Gestalt Principles of Visual Perception, such as proximity and similarity, help organize visual information. Using these principles, you can remove unnecessary borders, gridlines, and data markers, and label data directly.
After creating a visual, critically assess what can be removed without losing information. Every element should serve a purpose. "Storytelling with Data" encourages a minimalist approach.
Knaflic introduces the concept of "cognitive load" – the mental effort required to process information. "Storytelling with Data" explains how to reduce cognitive load to make your presentation easier to understand.
Now, let's talk about focusing attention.
Preattentive attributes like color, size, and position guide the audience's eye to the most important information. These attributes are processed instantly, without conscious thought. "Storytelling with Data" shows how to use these tools.
Strategic use of color highlights key data points, but it's important to be mindful of colorblindness and use color sparingly to avoid overwhelming the audience. "Storytelling with Data" provides color palettes.
Size and position also draw attention. Larger elements and placement in the top-left corner (where reading typically begins) are effective strategies. "Storytelling with Data" gives examples of how to use size and position.
Testing the visual by showing it to someone briefly and asking for their recall helps assess if attention is effectively focused. "Storytelling with Data" suggests this as a practical test.
Finally, let's dive into the magic of storytelling.
Data comes to life when wrapped in a compelling narrative with a clear beginning, middle, and end. "Storytelling with Data" emphasizes the structure of a story.
Using emotion and connecting data to real-world impact makes the presentation more engaging. For example, stating "Our customers are happier than ever, and that's leading to increased loyalty and repeat business" is more impactful than just presenting numbers.
Repetition, using the "Bing, Bang, Bongo" method (tell them what you'll tell them, tell them, summarize what you told them), helps reinforce the message. "Storytelling with Data" highlights the power of repetition.
Horizontal and vertical logic, as described in "Storytelling with Data", ensure clarity in presentations. Horizontal logic means understanding the story from slide titles, while vertical logic means each slide's content is self-reinforcing. For written reports, the narrative must be exceptionally clear since there's no presenter to explain.
The ability to effectively communicate with data is a skill that is in high demand and becoming ever more so.
Data has a story to tell. It’s our job to uncover that story and tell it in a way that resonates with our audience.
When we communicate visually, we turn the complex into the simple.
The best way to learn is by doing.
There is power in the visual.
Context is what makes data meaningful.
Simplicity is key.
Storytelling is the most powerful way to put ideas into the world today.
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